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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,036 | $138,393-5.3% | $184,256-28.9% | $80,959+61.9% |
| Participation rate | 63.9% | 83.9%-20.0pp | 86.8%-22.9pp | 67.7%-3.8pp |
| Annual return | 17.32% | 20.01%-2.7pp | 28.85%-11.5pp | 35.67%-18.3pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,215 | $7,076-26.3% | $9,133-42.9% | $4,300+21.3% |
| Admin fee / account holder | $2,350 | $10,489-77.6% | $13,899-83.1% | $6,925-66.1% |